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The Business Case Tool

February 28, 2026

Developing a strong business case is a key element in the foundation of patient-centered population-based health care.

The Business Case Tool is an interactive Excel spreadsheet that uses site-specific data to model the financial outcomes of various approaches to population health management service delivery and staffing.

Using the tool can support your team in the development of a care model that meets the unique needs of your patient population. As a result, your team can strategically allocate resources to reduce health care disparities and enhance quality care delivery.

 

  • Module 1: Introduction to the Business Case Tool This module provides a broad overview of the Business Case Tool explaining the purpose of the tool, the multidisciplinary team it is designed for, how it is organized, and the different ways it can be used for population health management planning.
  • Module 2: Overview of the Business Case Tool: A Video Walkthrough This module provides a video explaining each tab in the Excel-based tool, including the date entry tabs, a PHMI care team example tab, and care team simulation tab.
  • Module 3: Entering Baseline Data into the Business Case Tool This module provides videos demonstrating how to enter baseline data into each of the tabs. It also explains the logic behind the tool and potential data entry pitfalls.
  • Module 4: Care Team Simulation & Scenario Testing This module explains how to use the tool to simulate changes in staffing levels or model of care mixes using baseline data and other inputs from the care team.
  • Module 5: Using Business Case Tool for Additional Use Cases This module explains how to use the tool to show how to use the BCT for additional use cases such as reviewing the sustainability of PHMI implementation plans, planning PHMI spread to new populations of focus and/or new sites, budgeting for a clinic site, and reviewing the sustainability of new initiatives outside of PHMI.